+478.1%
FLEX vs BHP
+87.4%
+390.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.6% | +3.2% |
| 7D | +7.0% | +1.3% | +5.7% | +6.0% |
| 30D | -5.8% | +4.0% | -9.8% | -8.8% |
| 3M | -24.2% | +12.3% | -36.5% | -30.9% |
| 6M | +90.8% | +30.8% | +60.0% | +59.3% |
| YTD | +89.2% | +58.8% | +30.4% | +41.0% |
| 1Y | +104.7% | +76.8% | +27.9% | +43.3% |
| 3Y | +478.1% | +87.5% | +390.6% | +270.3% |
| All | +478.1% | +87.4% | +390.7% | +270.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling